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September 16, 2020 - Articles
This week, Corrado explains a disconnect between perception and reality. Most investors believe they own a well-balanced portfolio – but do they really?
September 08, 2020 - Videos
In this five-minute video, Steve Locke, SVP and Head of Mackenzie’s Fixed Income Team discusses the ongoing need for fixed income in a balanced portfolio. Steve also explains where he’s finding...
August 17, 2020 -
1963 to 1981. During this 18-year period, Canada and other developed nations suffered through the worst increase in inflation in their history.
July 29, 2020 - Thought Leadership
Our CIO, Corrado Tiralongo, compares how we view "expected returns" for our investment portfolio to the parable, the Blind Men and the Elephant. If we only see things from one perspective, similar...
July 16, 2020 - Videos
In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares reasons for the strong market recovery in Q2, and explains that we are witnessing the emergence of new economy.
July 14, 2020 - Commentaries
Each quarter Counsel's Chief Investment Officer, Corrado Tiralongo, provides his perspective on what happened in the markets over the quarter, and how our portfolios are positioned.
July 08, 2020 - Thought Leadership
As human beings, it's in our very nature to succumb to short-term desires. In this week's letter, our CIO, Corrado Tiralongo explains why this trait can work against you when building a portfolio...
June 23, 2020 - Thought Leadership
Our CIO, Corrado Tiralongo, elaborates on the disconnect between the market's recovery and the economic recovery, and why to maintain a cautious strategy in your portfolios.
June 17, 2020 -
Dr. Shirbini of Scientific Beta discusses which Factors have performed well in 2020, and how Factor investing is expected to add value with a fast “recovery time” coming out of the recent downturn.
June 17, 2020 -
Anthony MacGuinness of Irish Life Investment Management (ILIM) discusses the performance of the Retirement Portfolios and key strategies that provided downside protection during the market downturn.
June 10, 2020 - Thought Leadership
Our CIO, Corrado Tiralongo, dives into how investment success can be 'capacity constrained', and the importance of due diligence to uncover diluted performance.
June 09, 2020 -
Sam Febbraro and Rana Chauhan of IPC Portfolio Services discuss the current market and economic environment with special guest David Picton. You won’t want to miss David’s outlook for the coming...
May 27, 2020 - Thought Leadership
Our CIO, Corrado Tiralongo shares why 'pedigree' or relying solely on classifications of a fund by a third party are not determinants or indicators of a fund's outperformance.
May 20, 2020 - Thought Leadership
After reading my last letter on the Fear of Missing Out (FOMO), where I touched on the need to ask lots of questions when evaluating investment funds, a colleague remarked, “great advice, except, I...
May 07, 2020 -
Tim Rudderow and David Aspell from Mount Lucas Management explain the direction of the Global Trend model looking forward and holdings in the Counsel Retirement Income Portfolio.
May 07, 2020 -
Tim Rudderow, David Aspell and Kent Huang of Mount Lucas Management discuss the Counsel U.S. Value mandate, investors paying up for growth and the outperformance potential in value stocks as the...
May 06, 2020 - Thought Leadership
Our CIO, Corrado Tiralongo shares how falling prey to the social concept ‘FOMO’ can hurt long term investment outcomes - Can we trust historical investment performance exclusively, when evaluating...
May 05, 2020 -
IPC Portfolio Manager, Geoff Taylor, shares his thoughts on the current fixed income environment, bond ladder positioning and how the IPC Private Wealth Core Fixed Income mandate has been performing.
May 04, 2020 -
Brandon Geisler of Marsico, our U.S. Growth investment specialist discusses how the portfolio benefited from some early moves made at the outset of the pandemic.
April 30, 2020 -
Brandon Harrell of TSW, our International Value investment specialist, highlights the regions and sectors where they’re finding value opportunities and areas they’re avoiding.
April 29, 2020 - Thought Leadership
Our CIO, Corrado Tiralongo explains why comparing investment performance and chasing returns can affect investment outcomes. As investors crowd into stocks believed to be structural winners, do...
April 23, 2020 - Articles
On March 25, the Federal Government announced updates to Canada’s Economic Response Plan due to COVID-19. We’ve updated our infographic with the latest information and included information on how...
April 22, 2020 -
Paul Scanlon of Putnam Investments, our North American High Yield investment specialist, talks about the sectors with the greatest opportunities right now. Paul also explains why he believes High...
April 22, 2020 -
David Ragan of Mawer Investment Management, our international growth specialist, explains how Mawer’s investment process is holding up during this market downturn. David also discusses positioning...
April 21, 2020 - Thought Leadership
CIO, Corrado Tiralongo, shares his perspective on understanding the perception of risk when investing in volatile markets, and how we can manage our expectations realistically when investing for...
April 20, 2020 -
Ken Applegate, Portfolio Manager at Wasatch Global Investors, discusses the extension of their international mandate to include U.S. small caps. Ken also shares his thoughts on small caps in the...
April 16, 2020 -
In this three-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the world after Coronavirus. He explains that although this crisis will hurt many companies, there are...
April 15, 2020 - Thought Leadership
Climbing for me is about friendships, loyalty, trust, and the shared experience of being in moments of discovering your limits and pushing past them.
April 14, 2020 -
Stu Kedwell, SVP, Senior Portfolio Manager, and Co-Head of North American Equities for RBC Global Asset Management, discusses positioning in this market environment. Stu talks about what looks...
April 08, 2020 - Commentaries
Jason LaRocco of Franklin Templeton Investments, our global fixed income specialist, explains how they have been reducing risk in the portfolio even prior to the COVID-19 outbreak.
April 07, 2020 - Thought Leadership
CIO, Corrado Tiralongo, shares his perspective on the importance of keeping a positive mindset and our ability to turn any obstacle into an opportunity for action, whether it's in our personal life...
April 01, 2020 -
Dan Elsberry, Senior Managing Director at K2 Advisors, explains how Alternative investments can help smooth out performance during volatile times like this. Portfolios with an allocation to our IPC...
April 01, 2020 -
Steve Locke, Head of Mackenzie’s Fixed income Team, our Canadian Fixed income specialist, provides perspective on how the global pandemic has impacted global economies, bond markets, and...
April 01, 2020 -
David Picton, President, CEO and Portfolio Manager at Picton Mahoney Asset Management, our Canadian Growth specialist, shares his perspective on the market impact of COVID-19. He calls this “The...
April 01, 2020 -
Tom Marsico, CEO, and CIO of Marsico Capital Management, our U.S. Growth specialist, gives us his assessment of the impact of this health and financial crisis. He talks about how Marsico is...
March 31, 2020 - Thought Leadership
In the quiet of my Saturday morning, I sit reflecting upon the changes to our lives both big and small.
March 25, 2020 - Thought Leadership
Chief Investment Officer, Corrado Tiralongo, offers his perspective on the current market volatility caused by the COVID-19 outbreak and the impact on the global economy.
March 20, 2020 - Articles
The idea that we’ve collectively been thrown a personal financial curveball is an understatement. As we all adjust to the current environment, we want to share a few concepts and ideas that may...
March 17, 2020 - Thought Leadership
Chief Investment Officer, Corrado Tiralongo, offers his perspective on the current market volatility caused by the COVID-19 outbreak. He draws comparisons to previous global market events, and...
March 12, 2020 - Videos
In this three-minute video, Chief Investment Strategist, Rana Chauhan, explains that the market impact of coronavirus combined with the recent drop in oil prices feels like a double whammy, and...
February 27, 2020 - Videos
In this four-minute video, Chief Investment Strategist, Rana Chauhan, discusses the recent drop in the markets resulting from the coronavirus scare. Rana explains that we’ve seen similar events...
January 28, 2020 - Articles
The Counsel Portfolio Management Team monitors and manages investment portfolios using various defensive strategies to help investors reach their financial goals. Our Year-in-Review Infographic...
January 16, 2020 - Videos
In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, takes a look back at 2019, and compares it to what we experienced in 2018. Rana points out that there is one thing we...
January 13, 2020 - Commentaries Commentaries
Each quarter Counsel's Chief Investment Officer, Corrado Tiralongo, provides his perspective on what happened in the markets over the quarter, and how our portfolios are positioned.
October 10, 2019 - Videos
In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the volatility of the past quarter, and points out that despite the fact that the quarter ended near record...
July 04, 2019 - Videos
In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares his thoughts on the continued rally in Q2.
May 21, 2019 - Videos
At our recent New York Due Diligence conference, we asked three of our investment specialists to provide perspective on market volatility in Q4 and the subsequent rebound in Q1.
April 17, 2019 - Videos
In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, highlights reasons for the strong rally in the first quarter of 2019 and shares his thoughts on what might happen next.
February 04, 2019 - Videos
At our recent Toronto Due Diligence conference, we asked six of our Investment specialists to share their market outlook for 2019.
January 30, 2019 - Articles
On January 21-22, we spent two days at our Toronto Due Diligence conference with several of our investment specialists who manage portfolios for Counsel Portfolio Services and IPC Private Wealth....
January 17, 2019 - Commentaries
In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, tackles the causes for the recent market volatility, and points out that there is good news that will help see us...
January 08, 2019 - Articles
Here are some key things to keep in mind as we head into 2019. This article summarizes what we’ve been experiencing in the markets and how our portfolios are positioned to mitigate the risks. ...
December 07, 2018 - Articles
Markets have seen increased volatility in 2018, and have been trending lower over the past several weeks. Year-to-date, the U.S. S&P 500 Index has returned 2.67%, and the Canadian S&P/TSX -5.33%,...
November 02, 2018 - Articles
Market declines or even corrections during the year are common place and this year is no different. More often than not, the market recovers to finish in positive territory.
November 02, 2018 - Articles
We believe in the power of design and evolution. The Counsel Balanced Portfolio has undergone significant changes over the years as the investment landscape has evolved.
October 25, 2018 - Videos
In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the recent market volatility and puts it into historical perspective.
October 05, 2018 - Commentaries
We caught up with four of our investment specialists at our recent Fall Summit in Whistler, B.C., and we asked them for their perspective on the markets and the positioning of their portfolios.
August 02, 2018 - Articles
​As you journey through life, your personal and financial goals will change over time. This article outlines the types of investment solutions typically associated with various life stages.
July 25, 2018 -
In under 5 minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses the uncertainties we’ve been experiencing in the markets, and highlights some certainties we can feel good about....
July 16, 2018 -
Declining price momentum in non‐U.S. equity markets so far this year has prompted an increased allocation in U.S. Short-Term Treasuries and reduced exposure to stocks.
July 16, 2018 -
The Bank of Canada raised its key policy rate for the 4th time since last June. Future rate increase may be on hold pending the outcome of trade disputes, however.
May 18, 2018 - Videos
Five of our investment specialists with diverse investment styles and strategies share their unique points of view.
May 15, 2018 - Videos
In six minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses what's been happening in the markets, and explains what Counsel is doing to reduce the impact of short term volatility.
February 09, 2018 - Articles
Volatility returned to the markets in the first week of February, 2018, and it has unnerved some investors. Here’s what happened and why it’s actually quite normal.
February 09, 2018 - Videos
In seven minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, cuts through the fog and discusses what's happening in the markets, and explains how the Counsel Portfolios are positioned.
January 31, 2018 - Articles
ESG is a rapidly growing area of focus in the investment community. It encompasses all of the major factors that determine whether a corporation is acting ethically and responsibly to individuals,...
January 24, 2018 - Videos
Tom Marsico, Founder, CEO and CIO at Marsico Capital Management describes his growth philosophy for investing in this environment of increasing interest rates and U.S. tax cuts. He also weighs in...
January 24, 2018 - Videos
Steve Locke, Senior Vice President, Portfolio Manager and Fixed Income Team Lead at Mackenzie Investments, explains how his portfolio is positioned for this environment of gradually increasing...
November 30, 2017 - Articles
Have you ever wondered how your investment portfolios are constructed? What if we told you that constructing a portfolio is similar to building your dream home?
October 04, 2017 - Articles
When you invest in a mutual fund that buys stocks and bonds outside of Canada, you take on a currency risk. We manage this risk with an active approach to currency hedging.
September 20, 2017 - Articles
We asked our global real estate manager, Timbercreek Asset Management, for their view on interest rate increases in Canada and the impact on the real estate market. Here’s what they had to say:
August 16, 2017 - Articles
The antagonistic exchange between the leaders of North Korea and the U.S. has caused volatility to rise. We believe it’s important to stay above the noise at times like this. Find out why.
We’ve all heard of the term “work-life balance” but how does that concept apply to investing? Instead of a choice between work and leisure, investment balance is based on a mix of risk and return.
April 12, 2017 -
Tim Rudderow, President at Mount Lucas Management talks about rising rates, the energy sector, and whether high valuations are a cause for concern.
What is a good batting average when choosing the right investment manager? Is the batting average score enough to make a decision? Find out more about this oft-mentioned statistic.

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